Donna believes that hosting a retreat is the best setting for women to learn and make changes, allowing her to share her knowledge and wisdom more freely.
As a former nationally recognized, multi-award-winning Financial Adviser with 30 years of experience in Financial Services, Donna understands that money is integral to making life choices, ensuring security, and achieving freedom. Inspired by her personal journey, of her husband passing tragically when she was 38, Donna is dedicated to empowering all women to create independence and live fulfillin
g lives, especially those affected by death, divorce, or disability. With the recent sale of her Financial Advice firm, Donna now has a new purpose: helping women transition through life after death, divorce, and disability wholistically. As a Financial Advisor, she often felt limited in her ability to empower and educate women due to the high fees she had to charge and the constraints of her licensing obligations. Connect with Donna to enquire about her 'Wisdom with Wealth" Retreats
• Escape the usual stresses and routines of daily life with this retreat, offering a unique chance to focus deeply on
what truly matters: your well-being. Break free from familiar patterns to recharge and refocus.
• Create space to indulge in your own vision board and mind map, holistically planning what it means to live a
more fulfilled life.
• Engage in a guided process to create your personalized “Wisdom with Wealth Design.”
• Through the Wisdom with Wealth Design, gain clarity on your current financial position, identify your focus
areas, set your goals, and outline the steps needed to achieve them.
• Gain clarity and deepen your understanding of cash flow management, investing, superannuation, and wealth
protection. These sessions are enhanced with meditations, sound healing, and breathwork practices.
• Ultimately, leave with a more connected relationship with money, empowered with the knowledge and
confidence to create lasting wealth.
18/06/2026
Payday Super Starts 1 July 2026
From 1 July, employers must pay super within 7 business days of each payday.
This shift may impact cashflow for small businesses — preparation is essential.
Quarterly super payments are ending, meaning most employers will now have weekly or fortnightly obligations.
Now is the time to review your payroll processes and ensure you’re ready.
Not sure how this will affect your business?
Let’s chat and make sure your payroll and cashflow are ready for the new super obligations.
I was recently invited to an investment briefing, and it reminded me how important it is to stay informed — especially in an economy that’s shifting beneath our feet.
Understanding how the broader landscape is tracking helps you make grounded, confident decisions rather than reactive ones.
The truth is: clarity creates calm.
And when you understand the forces shaping your financial world, you reclaim your power to choose, adjust, and design your next chapter with intention.
If you’re curious about what’s changing, what it means for you, or how to navigate this season with confidence, reach out.
A single conversation can open the door to a whole new level of awareness.
15/06/2026
10/06/2026
31/05/2026
There’s something special about our WA public holiday, the stillness, the coastline, the sense of spaciousness stretching all the way down along the Cape.
A gentle reminder that you’re allowed to pause, reset, and choose again.
May today bring you exactly what you need.
Want your business to be the top-listed Accountant in Perth?
18/06/2026
15/06/2026
10/06/2026